Vanguard Global Balanced A GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.82%
  • 3 Year sharpe0.38
  • 3 Year alpha1.46
  • Distribution Typeaccumulation
  • BenchmarkFTSE Developed NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.48%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupVanguard
  • DomicileUnited Kingdom
  • ISINGB00BZ830054

Investment Strategy

The Vanguard Global Balanced Fund (the “Fund”) seeks to provide an increase in the value of investments over the long-term (more than 5 years) together with some money paid out from those investments as income. The Fund is an active fund whereby the investment adviser uses their expertise to pick investments to achieve the Fund’s objectives. The Fund seeks to achieve its investment objective by investing primarily in a combination of shares of companies (approximately two-thirds of the portfolio) and bonds (approximately one-third of the portfolio). The Fund’s holdings may be selected from all economic sectors and industry groups, and may be located anywhere in the world, providing exposure to a broad range of developed and emerging markets.

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